See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,840 | $124,281-40.6% | $109,143-32.3% | $167,490-55.9% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 15.93% | 26.04%-10.1pp | 25.75%-9.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,363 | $4,207-20.1% | $3,722-9.6% | $4,837-30.5% |
| Participant deferral / active EE | $8,981 | $5,255+70.9% | $4,653+93.0% | $6,341+41.6% |
| Admin fee / account holder | $2,388 | $7,970-70.0% | $6,752-64.6% | $12,309-80.6% |